15 BEST Sales Management Software Tools (May 2022)

Salespeople use sales management software to manage and record their day-to-day activities and keep track of their pipelines, contacts, and more. It’s also used by sales managers to identify trends growth opportunities and manage team onboarding, coaching, and motivation.

The main advantages of using a sales management solution are to clear tedious tasks from your schedule, also helps you to focus on the activities that drive sales. This applies not only to you as a sales manager but also allows you to keep track of and streamline your team’s activities for minimal input and maximum output.

Following is a handpicked list of Top Sales Management Software, their key statistics, pros and cons, features, and website links. The list contains open-source (free) and commercial (paid) software.

Name Monday Act! CRM Pipedrive Freshsales ClickUp
Features ✔️ Offers that allow macro-level views of projects
✔️ It offers services in multiple languages
✔️ WYSIWYG email editor
✔️ Highly customizable and versatile
✔️ Cut sales-related legwork
✔️ Automate your workflow, cut the legwork
✔️ Auto-assignment rules
✔️ Improve sales conversions with AI-powered insights
✔️ Automated text messaging
✔️ Provides a customer-centric approach
Price Free Forever Plan Free Trial 30 Day Free Trial (No Credit Card Required) Free Forever Plan Free
Review/Rating 4.7 4.5 4.6 4.4 4.5
Link Visit website Visit website Visit website Visit website Visit website

1) Monday

Monday.com is one of the best sales management systems that offers a clean interface with colour-coded features. This workflow software is suitable for big or small teams, and it also provides a user-friendly mobile app and highly customizable workflows. It also helps you to collaborate with your team in one shared workspace

Monday.com

Features:

  • Offers that allow macro-level views of projects
  • Eays integrations with dozens of platforms like Slack and Google Drive
  • It offers services in multiple languages
  • You can add your action items reorder based on priority
  • Allows you to assign team members to each action item and monitor your plan’s progress at every stage.

Key Statistics:

  • Free Trial: Yes
  • Pricing: Four Pricing plans: 1) Individual – $0 per month, 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based
  • Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.
  • Email Automation: Built-In
  • Supported platforms: Windows, Mac, iPhone, Android, and web

Pros

  • It offers unlimited users and boards.
  • It also helps you to collaborate with your team in one shared workspace.
  • Provides services in multiple languages
  • It enables you to integrate it with your existing tools.
  • It helps your team to stay on track with sprints.

Cons

  • The subtask addition process can be difficult.
  • You can add a few users costs you extra money.

More Information >>


2) Act! CRM

An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Sales Management software for small businesses that allows you to perform advanced contact management and email marketing features.

HubSpot CRM

Features:

  • It helps you to keep all your contact & customer details
  • Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign.
  • You can unlock the full potential of Act! with Custom Tables! Manage detailed
  • Optimize methods you and your team communicate with prospects and customers
  • It helps you to generate repeat clients and build even stronger relationships.
  • Supported platforms: Android and iOS apps

Pros

  • WYSIWYG email editor
  • Email deliverability reporting
  • Eady Data quality management
  • Marketing Automation Integration
  • Highly customizable and versatile

Cons

  • Steep learning curve
  • Many routine tasks present significant difficulties

More Information >>


3) Pipedrive

Pipedrive is a centralized sales hub designed to present data in an accessible and readable format, allowing salespeople to collaborate, optimize their sales process, and even forecast sales cycles. It helps you to create customized sales reports. It helps you to improve your sales process and get your team on the path to sales success.

Pipedrive

Features:

  • Live chat feature that allows customers connect with the sales reps easily
  • Cut sales-related legwork
  • Automate your workflow, cut the legwork
  • You can create and send invoices to your invoicing app directly from Pipedrive
  • Capitalize on dedicated lead qualification features

Key Statistics:

  • Free Trial: No
  • Pricing: 1) Silver: US $12 .50 per month 2) Gold: $24.20 per month 3) Platinum: US $49.17 per month.
  • Integrations: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, Trello, Xero, etc.
  • Supported platforms:  Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
  • Email Automation: Built-In
  • Calling: Not available

Pros

  • You can access your sales data on the go from any device
  • It helps you to gain valuable insights about your contacts with one click
  • Automate sales tasks
  • Tailor your processes to your business needs
  • Help you close more deals

Cons

  • It is meant for small to mid-scale businesses.
  • Limited solutions and features to handle marketing.

More Information >>


4) Freshsales

Freshsales helps you to accelerate your revenue with context-driven sales, and it helps you to grow customer value with integrated sales and support. Bring sales and support functionalities together with the Freshdesk Integration.

Freshsales

Features:

  • You can send sales goals and monitor in the system on a daily, weekly, or quarterly basis
  • Auto-assignment rules automatically assign lead contacts to specific sales.
  • Improve sales conversions with AI-powered insights
  • Sales forecasting tools to analyze future revenue and growth potential

Key Statistics:

  • Free Trial: Yes
  • Pricing: Four Pricing plans: 1) Free: Unlimited users 2) Growth:$18 per user- per month 3) Pro:$47 per user, per month 4) Enterprise:$83 per user- per month
  • Integrations:  Gmail, PayPal, Slack, Zapier, Outlook, etc.

Pros

  • Offer robust automation capabilities for assigning leads, territories, tasks,
  • Provides AI-powered Chatbots to chat with visitors in real-time.
  • It helps you to improve seller effectiveness by streamlining your sales process.
  • You can reduce IT complexity & cost with a comprehensive solution
  • Capture visitor information with customizable Web Forms

Cons

  • They limited dashboard customization capabilities on the free plan.
  • The platform has limited per-user storage.

Link: https://www.freshworks.com/crm/sales/


5) Clickup

ClickUp is an effective tool to create a repeatable sales process for your team by making it easy to set up appointments, track leads, and allows you to send quotes. This sales management software allows you to assign and resolve comments to tasks. It allows you to add headers, bullets, colours, and more to customize your important notes. It helps you to create a highly visualize dashboard.

ClickUp

Features:

  • Automated text messaging
  • Create your plan of action
  • Provides a customer-centric approach
  • It offers a highly efficient dashboard view
  • You can access notes from your browser or mobile device
  • It helps users to synchronize inboxes, contacts, and calendars into the CRM
  • Enables you to sort tasks by project

Key Statistics:

  • Free Trial: Yes
  • Pricing: Three pricing plans 1) Lite-$56/month 2) Pro-$119/month 3) Max- $140/month.
  • Integrations: Google drive, GitHub, Bitbucket, Cloud, etc.
  • Supported platforms: Windows, Mac, Linux, iOS, Android, etc.

Pros

  • It has automated emails and texts that save you time on follow-up.
  • Keeps your work calls and messages separate.
  • It helps you to create a repeatable sales process for your team.
  • Automate your repetitive marketing tasks

Cons

  • Too many options for customization.
  • Does not offer the greatest UI designs.

More Information >>


6) Keap

Keap is a sales management software app that helps you increase your business and improve customer service. It allows you to capture new leads, assign tasks, and send emails to clients. It enables you to access client information from any device. You will get a dashboard to track the sales process.

Keap

Features:

  • Enables you to connect the Keap app with Outlook or Gmail.
  • Clients can make payments in one click.
  • A dedicated business line that keeps your work calls and messages separate.
  • You can create smart forms using which you can collect client data.
  • Scheduling and managing appointments are easy.

Key Statistics:

  • Free Trial: Yes
  • Deployment Type: Cloud-based.
  • Pricing plans: Three pricing plans: 1) Lite- $40 per month, 2) Pro – $80 per month), and 3) Max- $100 per month
  • Email Automation: Built-In
  • Calling: Not available
  • Supported Platforms: Web-based, Android, & iOS.

Pros

  • Provies functionalities for creating custom forms and embeds them to websites or landing pages.
  • It offers features for sending emails, making a call, etc.
  • Automate your repetitive marketing tasks
  • You can create a repeatable sales process for your team
  • Keeps your work calls and messages separate.

Cons

  • Keap is an expensive tool.

More Information >>


7) Zoho

Zoho is sales team management software that helps you organize contacts, tasks, and deals in one place. It enables you to maintain your customers’ address book from your sales team member’s access to a centralized location. You can keep tabs on your key performance metrics, pipeline, and targets for the month.

Zoho ContactManager

Features:

  • It allows you to access your business contacts at your fingertips.
  • Zoho CRM enables you to manage your tasks and deals efficiently.
  • Provide virtual selling, enablement, forecasting, and planning.
  • Multiple Pipelines.
  • It offers helpdesk, email & social media marketing, surveys, and analytics built around your CRM.

Key Statistics:

  • Free Trial: No
  • Pricing: Four pricing plans: 1) Standard- $14 /user/month billed annually 2) Professional- $23/user/month billed annually 3) Enterprise$40 /user/month billed annually 4) Ultimate-$52/user/month billed annually.
  • Supported platforms: Web, Android, and iOS.
  • Integrations: Google, Zapier, GitHub, Dropbox.

Pros

  • Turn sales activities into games
  • Provide real-time actionable sales notifications
  • Offers an advanced BI – bundled with Zoho Analytics
  • It helps you to convert your live chats into leads
  • You get a glimpse of what stage each customer.

Cons

  • Limited customer support

More Information >>


8) HubSpot Sales Software

HubSpot is sales software with a powerful dashboard showing sales statistics in real time. This sales management software allows you to track deal flow based on performance, and it offers an all-in-one solution to run complete inbound marketing campaigns.

HubSpot

Features:

  • Allows you to open an attachment for timely, relevant follow-up with the hottest leads
  • You can automate time-consuming tasks like lead rotation, task creation, and more
  • It helps you eliminate manual entry as every lead’s contact info and clicks get logged automatically

Key Statistics:

  • Free Trial: No
  • Pricing: Four Pricing plans: 1) Starter- $45/ per month. 2) Professional-$800/ per month 3) Enterprise- $3200/ per month.
  • Email Automation: Add-on purchase required
  • Calling: Built-in for select countries only
  • Supported platforms: Web, Android, and iOS.

Pros

  • It offers the features of Contact management and Pipeline management.
  • It provides Forms, Ad management, Live chat, and Chatbot builder features.
  • Operations Managers can use features like productivity tools and prospect tracking.
  • Time-to-close reports and conversations inbox for the customer service teams.

Cons

  • It can get expensive as your needs grow.
  • Few templates and forms are hard to customize.

More Information >>


9) Close

Close is a great CRM tool to manage your relationships with leads and customers. It offers impressive sales automation features that can help nearly any lead generation or sales process. This sales management software helps you to centralize much of your lead generation and sales pipeline and organizes your entire team.

Close

Features:

  • Easily import your leads
  • Intuitive and easy-to-use dashboard
  • VOIP calling right out of the box
  • Send in bulk without any tech stress
  • It helps you to track your emails, so you know who opened what
  • Undo-send feature allows you to fix any errors

Key Statistics:

  • Free Trial: Yes
  • Pricing: Three pricing plans 1) Starter- $29 per month. 2) Basic- $69 per month. 3) $99- Professional per month.
  • Integrations: Zapier, Slack, Mailchimp, Airtable, Zapier, Asana, etc.
  • Email Automation: Built-in
  • Calling: Built-in (global)
  • Supported platforms:  Web, Mac, and Windows.

Pros

  • You can focus on your red-hot leads first
  • It offers feature for HTML customization so you can easily brand your campaigns
  • It enables you to remain focused on the deals that matter most
  • You can schedule your emails to send when you want

Cons

  • A little of a steep learning curve
  • Free plans offer a very limited number of features.

More Information >>


10) Engagebay

EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and start-ups to acquire, engage, nurture web visitors, and convert them to happy customers. It helps you to automate your marketing and sales funnel.

Engagebay

Features:

  • It helps you receive and make calls to your contacts without ever leaving your CRM.
  • Track every metric of customer behaviour and get insights into pages to read time spent per page.
  • It offers 360-Degree Customer View.
  • Multi-Ticketing Groups.
  • You can create customized reports using different criteria and generate metrics.
  • End-to-end Interaction Management.

Key Statistics:

  • Free Trial: Yes
  • Pricing plans: Four pricing plans 1) Free 2) Basic – $11.99 3) Growth- $39.99 4) Pro- $63.99.
  • Supported platforms: Web, Mac and Windows, Android, and iOS.

Pros

  • EngageBay records all your communications with clients via phone and email
  • Advanced automation and 50+ features.
  • EngageBay gives you a complete view of every interaction you have ever had with your leads.
  • Let your sales agents perfectly deliver every time on every call.
  • Streamline the sales processes by creating tasks and adding tasks automatically

Cons

  • Provides very fewer options in templates.
  • Does not have an SMS function.

More Information >>


11) Zendesk Sales CRM

Zendesk is a sales management app that helps you enhance sales teams’ productivity, processes, and pipeline visibility. This sales management tool helps you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings, and it helps you to focus on the highest value leads.

Zendesk

Features:

  •  Sell delivers complete pipeline visibility so you can plan, track, manage and analyze your sales process
  • You can conduct your marketing campaigns
  • You can build your apps with the help of the Zendesk Apps framework
  • Dive deeper into your sales data with prebuilt dashboards

Key Statistics:

  • Free Trial: No
  • Pricing: Three pricing plans: 1) Sell Team- $19 per month 2) Sell Professional- $49 per month 3) Sell Enterprise- $99 per month.
  • Supported platforms: Android and iOS.

Pros

  • You can collect your customer support tasks and manage them in one single place.
  • Maximize productivity, pipeline visibility, and revenue for sales teams
  • Sell gives sales reps access to integrated tools that provide the full context of a customer account
  • It helps you to manage sales efficiently
  • Make calls, send emails, schedule meetings, and view deal history all from one place.

Cons

  • Zendesk pricing is relatively high.

More Information >>


12) Salesmate

Salesmate is a sales management tool that offers simple, personal, and productive experiences for your sales team and customers. It is a web-based solution that helps you capture leads and manage their pipelines. It provides readymade email templates. It helps you to gain deeper insight into your sales pipeline and team’s performance.

Salesmate CRM

Features:

  • You can easily collaborate with your team.
  • Build reusable sales playbooks and automated cadences that turn your rep into a revenue machine.
  • You can use customizable it to match your sales process.
  • The integration of more than 700+ apps.
  • It contains 100+ built-in reports.

Key Statistics:

  • Free Trial: No
  • Price: Three pricing plans 1) Starter- $12 per user/month 2) Growth -$24 per user/month and 3) Boost- $40 per user month.
  • Integration:  Google drive, Google maps, Outlook, WordPress, etc.
  • Supported Operating Systems: Windows, Android, Mac, and iOS.

Pros

  • Sales reports are prebuilt and customizable
  • Offers telephonic capabilities with a built-in phone system and power dialler.
  • It enables you to manage and track deals.
  • Delivering 5x faster and exceptional customer experience.
  • It’s quick to get started and customize your way

Cons

  • Does not offer a free plan.
  • You require 3rd party integration needed for contact enrichment.

More Information >>


13) SalesForce

Sales Cloud by Salesforce is a valuable tool for building a productive sales process, managing the sales pipeline, and leveraging CRM software to increase selling opportunities. It helps you to grow your revenue with confidence. It offers a built-in AI-based sales assistant who could eliminate manual data. It offers the ability to set complex workflow rules and automation

SalesForce

Features:

  • You can keep tabs on your key performance metrics, pipeline, and targets for the month.
  • You can increase customer loyalty, retention, and satisfaction.
  • Enables you to identify new opportunities to help address any problems.
  • Build more meaningful and lasting relationships.
  • It offers improved communication and training materials.
  • It helps you sell more and close deals faster with regular feature releases.

Key Statistics:

  • Free Trial: No
  • Pricing: Four Pricing plans: 1) Essential- $25 per month 2) Professional $75 per month 3) Enterprise- $150 per month 4) $300 per month
  • Email Automation: Add-on purchase required
  • Calling: Paid add-on for the US and Canada only
  • Deployment Type: Cloud-Based
  • Supported platforms: iOS and Android.

Pros

  • Deliver tailored sales experiences with in-depth contact and account management.
  • Track sales opportunities and move forward faster
  • Streamline the sales process.
  • Quickly create up-to-the-minute quotes.
  • It helps you create a sales process unique to your business.

Cons

  • The pricing structure is complicated.
  • It has a steep learning curve.

Link: https://www.salesforce.com/products/sales-cloud/overview/


14) Insightly

Insightly is a sales management software that offers advanced functionality and a wide range of integration options. It helps you to track relevant lead information is possible.

Insightly CRM

Features:

  • It allows you to create a multi-step business process with Insightly.
  • Easily customizable reporting.
  • It helps you to build personalized marketing campaigns to help grow your business
  • Align your teams around a single source to gather customer information
  • It helps you to build custom applications for your business.
  • You can design the dashboard according to your need.

Key Statistics:

  •  Free Trial: No
  • Pricing: Three Pricing plans: 1) Plus-$299 per month 2) Professional- $599 per month 3) Enterprise- $1,299 per month.
  • Integrations:  WordPress, Magento, Woo, Spotify, etc.
  • Supported platforms: Windows, Android, and iOS.

Pros

  • Create engaging customer journeys and grow pipeline
  • It provies an uncommon and handy relationship-linking feature
  • It helps you to stay connected to the apps you already use
  • You can create a multi-step business process with Insightly.
  • Centralize your customer data that helps you to close more deals

Cons

  • It doesn’t provide live chat support and on-premises deployment.
  • Does not have any automation feature.

Link: https://www.insightly.com/


15) Nutshell

Nutshell CRM is built for sales teams which collaborate to increase conversion rates. It also offers email marketing capabilities that make it an all-in-one tool for growth marketing.

Nutshell is entirely customizable and can help lead management, generation, and lead scoring. It also supports sales automation email sequencing and integrates well with third-party applications such as Gmail and Outlook.

Nutshell

Features:

  • Complete sales process automation
  • Visual pipeline management
  • Customizable performance reports
  • Centralized contact management
  • Free data migration assistance
  • Email templates and automated sequences
  • Team collaboration and marketing tools

Key Statistics:

  • Free Trial: No
  • Pricing: Two pricing plans: 1) Starter Plan at $22/user/month 2) Pro Plan at $35/user/month.
  • Supported platforms: Android and iOS

Pros

  • Automate your sales and marketing email
  • Sales reporting and forecasting
  • You can design and send marketing emails to thousands of contacts
  • Deliver drip sequences at the perfect moment
  • It helps you to track the impact of your marketing emails in real-time

Cons

  • This sales management tool doesn’t allow you to import contacts from your social media sites.
  • Nutshell is suitable for smaller businesses and medium-sized businesses. It can’t handle complex business processes.

Link: https://www.nutshell.com/


16) Copper

Copper is sales team management software fully integrated with popular Gmail and Google Calendar tools. Many Copper users mentioned switching from Salesforce or HubSpot to save money with a more stripped-down solution. It provides a dashboard that displays the sales amount you need to achieve.

Copper

Features:

  • Offers real-time currency conversions.
  • It helps you manage your contact by customizing contact types of categories of business relationships.
  • Deliver robust revenue analytics that gives you visibility into your entire sales funnel in real time.
  • Email Sequences & Drip Campaigns.
  • Built to work seamlessly with G Suite.
  • It offers s many templates to send emails in bulk.

Key Statistics:

  • Free Trial: Yes
  • Pricing: Three Pricing plans: 1) Basic- $25 2) Professional- $59 3) Business- $119.
  • Integrations: Mailchimp, Zendesk, Slack, Zapier, Wix, etc.
  • Supported platforms: Web, Android, and iOS.
  • Email Automation: Built-in
  • Calling: Third-party add-on purchase required.

Pros

  • Increase sales performance with accurate data
  • Improve conversion rates to grow revenue
  • Leads convert to maximize your budget
  • Visualize your sales management process.
  • You can focus on important taks.

Cons

  • It is only suited for you if you are willing to use Google tools full time.

Link: https://www.copper.com/features/sales-management


17) Nimble CRM

Nimble CRM is an app that helps you manage client contacts into segmented lists effectively. It also helps you organize your team tasks, events, and communications to each deal, and it provies a dashboard to manage appointments and tasks.

Nimble CRM

Features:

  • Manage your sales process
  • Track your team’s activities
  • It is available as a browser widget, mobile app, and more.
  • It helps you to organize contacts with tags and notes.

Key Statistics:

  • Free Trial: Yes
  • Pricing: Two pricing plans: 1) Nimble Business (Monthly) US $25 2) Nimble Business (Yearly) US $19.
  • Supported Operating Systems: iPhone, Mac, Web-Based, etc.

Pros

  • You can set reminders and can extend nimble with more tools.
  • It helps you to improve sales pipeline tracking and reporting.
  • Get a complete view of upcoming events and meetings.
  • It helps you combine your contact’s social media connections with more than 160 apps.

Cons

  • Doesn’t have a good email editor.
  • It comes with only one pipeline

Link: https://www.nimble.com/


18) Sugar CRM

SugarCRM is an easy-to-use software that allows you to create detailed profiles of customers so you can track everything about that potential customer. This sales management app lets you map out their journey, from their first Conversation to customer satisfaction.

SugarCRM also summarizes your performance and offers datasheets and reports to help you with sales forecasting and identify areas for improvement.

Sugar CRM

Features:

  • You can access customer opportunities, purchase history, and other details
  • Effortlessly map out each customer journey
  • You can keep track of your most critical customer interactions and information
  • Automate your most complex business processes with drag-and-drop ease

Key Statistics:

  • Free Trial: Yes- 7 Days.
  • Pricing: Four Pricing plans: 1) Sugar Professional- $52 2) Sugar Enterprise $85 3) Sugar Serve- $80.
  • Integrations: Sage, NetSuite, Sell, Microsoft Dynamic, etc.
  • Supported platforms: Windows,Linux/Unix/Mac OS.

Pros

  • Integrate the CRM solution with any app from your email and calendar.
  • Multi-channel Marketing Platform for All Business Needs
  • Create professional-quality landing pages, bulk emails, and conversion forms.
  • Use AI lead-interest analysis to quickly create dynamic, multi-phase, highly targeted campaigns.
  • It helps you to analyze performance & Visualize Results.

Cons

  • Slow load times and clunky navigation
  • The system offers limited data reporting functionalities

Link: https://www.sugarcrm.com/
» Check here our list of the Best Lead Management Software

FAQ:

❓ What Is Sales Management?

Sales management is the process of planning, organizing, leading, and controlling sales activities within an organization. It includes setting goals, defining objectives, developing strategies and tactics, motivating employees, and measuring results.

The goal of sales management is to ensure that sales efforts effectively meet customer needs and achieve company objectives.

✔️ What are the Best Sales Management Software?

Following are the Best Sales Management Software:

🚀 What to look for in a great sales tracking software?

Here are some important features which you should look for in your sales tracking software:

  • A lead capture system allows you to easily collect information about your leads, like the name, email address, and contact information.
  • A conversion tracking system will let you know how many of your leads have converted into customers.
  • A sales report that will show you how much revenue was generated from each stage of your sales process (lead generation, contract negotiation, lead conversion, and
  • It helps you determine whether you should be spending more time on lead management or you should focus on your team’s sales pitch.
  • It helps you to find out the source where sales lead comes from.
  • You can easily spot potential problems in your sales process caused by upselling that is cutting into sales of the baseline product.

❗ What are the advantages of using Sales Management System?

Some advantages of using a Sales Management System include:

  • It can help reduce wasted time and effort by tracking the progress and status of deals from beginning to end.
  • Sales management apps also help sales reps better understand customer needs and trends.
  • It provides up-to-date information on the status of each lead so managers and team members
  • Help sales teams optimize their sales process
  • Improved customer retention rates.
  • Reduced lead management costs.
  • It can provide visibility into how successful campaigns are performing.